Registered Client Associate jobs in Boston, MA
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EXPERIENCED TAX ASSOCIATE - PRIVATE CLIENT SERVICES (HYBRID)
Engage in the Tax Preparation, Planning, Consulting and Research processes; and. Receive formal PCS and on the job training in daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techni...
| Company | Andersen |
|---|---|
| Address | Boston, MA |
| Category | Information Technology |
| Job type | Full-Time |
| Date Posted | a month ago See detail |
Experienced Tax Associate - Private Client Services (Hybrid)
Andersen
Boston, MA
Engage in the Tax Preparation, Planning, Consulting and Research processes; and. Receive formal PCS and on the job training in daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techni...
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Senior Tax Associate/ Supervisor – Private Client Group
Pkf O'connor Davies
Boston, MA
$87.1K - $110K a year
Prepare individual, trust, estate, gift and foundation tax returns Prepare estate and trust fiduciary accountings Provide high level personal financial and estate compliance services Review tax information supplied by clients and...
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Operations Client Service, Senior Associate
State Street
Quincy, MA
Not disclosed
Act as the point of contact between both internal teams and external clients on the local market requirements to establish securities and cash accounts for our client base. Prepare and review foreign market account opening and ame...
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Operations Client Service, Senior Associate
State Street
Quincy, MA
$68.9K - $87.2K a year
Act as the point of contact between both internal teams and external clients on the local market requirements to establish securities and cash accounts for our client base. Prepare and review foreign market account opening and ame...
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- View all State Street jobs - jobs in Quincy, MA
Client Service Associate
Indelicato & Coffey
Waltham, MA
$50,000 - $60,000 a year
Review and update client information as needed for client review meetings. Prepare final deliverables for upload to the online file manager. Follow-up with prospects or clients with notes or letters signed by advisor(s). Ensure co...
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